Wealth Management & Trust - Regional Manager
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.
Job Title: Wealth Management & Trust - Regional Manager
FLSA Status: Exempt
Department: Wealth Management & Trust
Hours of Operation: Monday - Friday 8:00am – 5:00pm
General Job Summary
Responsible for building and developing all facets of the Wealth Management Business. Emphasis will be on obtaining new business such as investment management, trust, company retirement plans, financial planning and insurance.
Organizational Duties And Responsibilities
- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- Supports all functions that maintain compliance with regulatory agencies.
Essential Duties And Responsibilities
- Build and manage the Wealth Management & Trust team; build and market the Stock Yards Wealth Management Brand
- Introduce new business and client services ideas and improve best-practices
- Develop and implement the team’s business plan and tactics designed to acquire new high net worth clients
- Manage day-to-day sales process through closure
- Developing, prioritizing, and cultivating COIs
- Create and implement focused marketing plan
- Prepare and present business presentation to new prospects
- Significant focus on business development duties both internally (with Wealt...
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